California Mitch
@mitchellfoxtec
Finance 💰 Fitness 💪. Reformed equity trader/stock analyst.
قد يعجبك
15 months since my last update. Here is my current allocation: $NVDA-17.7% $MSFT-11.5% $AAPL-11.0% $AMZN-8.8% $AVGO-8.2% $CASH-6.4% $GOOGL-4.1% $META-3.6% $TSLA-3.3% $PLTR-3.0% $BLK-2.6% $COST-2.5% $PM-2.2% $UBER-2.1% $ANET-2.0%
It’s been a long time since I updated this list. Here it is as of today: $NVDA-16% $CASH-14.6% $AAPL-$14% $MSFT-13.1% $AMZN-10.4% $GOOGL-5.4% $AVGO-5.1% $META-3.1% $COST-$2.9% $BLK-2.5% $TSLA-2.5% $MA-1.6% $UBER-1.5% $MRVL-1.2% $AMD-1.1% $SE-0.74% $DKNG-0.73% $PLTR-0.71%
Posts like this are hard to read! We all get humbled by the market eventually, but this is a different level.
Hard to not feel bad reading stuff like this. But as a country, we've also convinced ppl they're better off gambling than putting in hard work, which is "not great", to put it mildly.
The market is full of next-gen themes — perfect for smart rotation Aerospace : $RKLB $ASTS Digital Assets: $BMNR $COIN $GLXY Quantum : $IONQ $RGTI $QBTS AI Chips: $NVDA $AMD $TSM $ASML Nuclear : $OKLO $SMR $LTBR Cloud Infra: $IREN $CIFR $NBIS Bitcoin Miners: $BITF $CLSK…
Top Ranked RS Stocks in the Market Right Now When these start to break down, it may be time to get defensive. $IREN $NBIS $BE $SNDK $ASTS $OKLO $BMNR $KTOS $SYM $WDC $RKLB $ALAB $AVAV $MP $STX $CLS $MU $AMD $SOFI $CRWV $ONDS $OPEN $QURE $RGTI $LEU $QBTS $PL $CIFR $METC $UUUU…
I’m not sure a legend like Lynch should be announcing that so proudly. 🧐
Peter Lynch on why he isn't in the AI trade: 'I literally couldn't pronounce Nvidia until about 8 months ago' cnbc.com/2025/10/06/pet…
October rolls around & the #1 fruit to consume = pomegranate - Reduces trig/HDL ratio - Reduces hs-CRP - Reduces blood pressure - Boosts NO levels - Improves liver function (ALT + AST + GPT) - Fortifies gut barrier (pre + postbiotic) - Improves cardio performance Juice. Arils.…
These are some of the hottest themes in the market AI infra: $NBIS $CRWV $NVDA $SMCI Datacenter/Miners: $IREN $APLD $CIFR $HUT Robotics: $RR $SERV $SYM $ARBE Quantum: $RGTI $QBTS $IONQ $QUBT Drones: $KTOS $ONDS $RCAT $UMAC eVTOL: $JOBY $ACHR Aerospace/Communication: $RKLB…
PHYSICAL AI/ROBOTICS IS THE NEXT WAVE: HARDWARE: $NVDA $OUST $RR SOFTWARE: $PATH $SNPS $CDNS INFRASTRUCTURE: $TER $TDY $ROK APPLICATIONS: $ILMN $ARAY $AVAV Some more I like: $AMZN $SYM $OII $GXO $AMZN $LAZR Currently just own $NVDA $PATH $AMZN
This is quite a concept for an ETF. Adding to my watchlist…. 👀
This etf is truly $WILD. 70% in 3 months is crazy. $WILD holds $CRWV, $COIN, $MSTR, $PLTR and $NVDA. $WILD changes its holdings every month to the 5 most widely traded stocks that have the strongest score on investor sentiment and momentum. @VistaSharesX has a hidden gem here.…
World Champion Axe Thrower Marcus Pehart in Freestyle Mode [🪓 Soulthrower]
2x Single Stock ETFs are the New IPO Market $NVDA - NVDL $TSLA - TSLL $CRWV - CWVX $BABA - BABX $OKLO - OKLL $RGTI - RGTX $HOOD - ROBN $RDDT - RDTL $SOUN - SOUX $QBTS - QBTX $IONQ - IONX $COIN - CONL $RIOT - RIOX $PLTR - PTIR $TEM - TEMT $SOFI - SOFX $SMCI - SMCX…
This is exactly when $TSLA went crazy LAST year(climbing 128% from Sept-mid December). I’m expecting it to rally strong to close this year, as well.
Update: I did take an initial position on $GRAB last week <$6.
Seeing lots of buzz on $GRAB(again). I have no position, but wondering if this is the next one to run. It has long been a cult favorite on here.
Rare Earth minerals theme robust action $MP $METC $USAR $UAMY $TMC
$COIN is one of the most overlooked stocks on Wall St. $HOOD has a market cap of $104B v. $88B for $COIN. I am expecting that gap to narrow.
Your 90-year-old self would give anything to be where you are right now. Lift weights, walk, eat healthy, and sleep well. You are living your golden years right now. Don't squander it.
Seeing lots of buzz on $GRAB(again). I have no position, but wondering if this is the next one to run. It has long been a cult favorite on here.
$MSFT +$10 AH!
This one is going to run hard when it goes. Double-top around $550 post earnings. Building a base nicely since then. $520-525 can come quickly.
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